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Some thoughts on the last couple of days:
It looks to me like the market is converging on $100-150 price point, grayscale & wifi for low end EBRs. It does not seem to be converging on buttons or touch, though - that is, we now have Kobo with touch, Nook with touch & buttons, and Kindle with buttons.
What I can't figure out is the future of 3G. Only Kindle has it right now, until you get to the higher cost iPads. Personally, I think that 3G conveys a real advantage for the Kindle; on the other, I think that 3G is keeping the K3G at a price point which is increasingly unsustainable. And I can't see anyone putting 3G on an Android tablet without a user contract. My guess is that 3G is going, going...
I'm getting the feeling that Amazon's next move might be to drop the K3G (or the KWifi.) This would leave them with the lowest cost EBR - the KSO - with an ad-free alternative.
And then, I think they'll introduce a 6 or 7 inch color touch pad in direct competition with the color Nook, plus a 10 inch color model replacing the KDX and undercutting the iPad's price.
It does appear to me that Sony has lost the battle in the US. I don't see anything that the Sonys do that isn't done as well or better, at a lower cost, by the Big Three.
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